FlowRunner
Installation Guide

Get Started with FlowRunner

Follow these steps to set up FlowRunner for your organization. The entire process takes about 10-15 minutes.

Overview

Installation Overview

Step 01

Create Account

Sign in with your Microsoft or Google work account

Step 02

Salesforce Setup

Install the package and connect your org

Step 03

Install the Add-in or Extension

Install FlowRunner for Outlook from Microsoft Marketplace, or for Gmail from the Chrome Web Store

Step 01

Create Your FlowRunner Account

Sign up for FlowRunner using your Microsoft or Google work account. The first user from your organization automatically becomes the administrator.

Create Account
Step 02 Salesforce Admin Required

Install Salesforce Package & Connect Org

Install the FlowRunner managed package, then connect your org from the admin dashboard. The package creates the necessary components for secure communication between Salesforce and your inbox — whether your team uses Outlook, Gmail, or both.

2.1

Install the FlowRunner managed package

Installation Link

Click below to install in a production Salesforce org (replace "login" with "test" in the URL for Sandbox):

Install Salesforce Package

FlowRunner will become available on the Salesforce AppExchange in the future.

Installation Steps:

  1. 1 Log in to Salesforce as a System Administrator
  2. 2 Open the installation URL in your browser
  3. 3 Select "Install for All Users"
  4. 4 Click Install and wait for the confirmation message
2.2

Configure FlowRunner in the admin dashboard

Once the package is installed, finish setup from the FlowRunner admin dashboard:

2.2.1 Connect Your Salesforce Org

From the FlowRunner admin dashboard, click "Add Production Org" or "Add Sandbox" and authenticate with the Salesforce org where you installed the package.

You'll need to log in with a Salesforce account that has appropriate permissions to authorize connected apps.

2.2.2 Approve Domain Whitelisting

Once your org is connected, the FlowRunner admin dashboard shows a Complete Setup button. Click it to grant the one-time approval that lets FlowRunner set the IframeWhiteListUrlSettings session variables — allowing flow-runner.com (and, for Outlook, outlook.office.com) to securely render your Salesforce Flows.

Important: This is a one-time approval that enables Lightning Out 2.0 to work inside both the Outlook add-in and the Gmail Chrome extension. No manual Salesforce configuration is required — just press the button.

2.2.3 Select Available Flows

After connecting, FlowRunner will retrieve all Screen Flows from your org. Select which flows should be available to your Outlook and Gmail users.

FlowRunner Input Variables

FlowRunner automatically passes context from Outlook or Gmail to your Screen Flows via these input variables. Add them to your flows to receive email and contact data:

FLR_inputContacts

Type: Contact[] (collection)

Contacts returned by your custom Record Lookup flow. You define the matching logic — by email address, domain, or any criteria you choose.

FLR_inputEmailMessage

Type: EmailMessage (SObject)

Contains email metadata: subject, body preview, sender, recipients, and timestamps. Optionally includes FLR_ExternalMessageId__c and FLR_ExternalThreadId__c if configured.

FLR_inputUser

Type: User (SObject)

The current Salesforce user. Optionally includes FLR_TenantId__c and FLR_UserId__c — the Microsoft 365 or Google Workspace tenant and user account IDs of the signed-in user.

2.3

Customize the record lookup flow

Flexible Record Lookup

The FlowRunner package includes a customizable auto-launched flow (flowRunnerRecordLookup) that you can modify to match your business needs:

  • Match Contacts by email address, name, or any other data you get from the email
  • Find Accounts by email domain (e.g., "acme" from "jane@acme.com")
  • Look up Leads, Cases, Opportunities, and other standard or custom objects
  • Return exactly the records your team needs

The admin dashboard shows whether the lookup flow is installed and active.

Step 03

Install the Outlook Add-in or Gmail Chrome Extension

The final step is to install FlowRunner in your team's inbox. Pick the client your team uses — or install both. Individual users can install either themselves, or your Microsoft 365 or Google Workspace administrator can deploy organization-wide.

Outlook · Microsoft Marketplace

Install the FlowRunner add-in directly from Microsoft Marketplace (formerly AppSource):

Open in Microsoft Marketplace

For Individual Outlook Users

  1. 1 Open Outlook (web, desktop, or mobile)
  2. 2 Go to Get Add-ins from the ribbon or settings
  3. 3 Search for "FlowRunner" and click Add

For Microsoft 365 Admins

  1. 1 Open the Microsoft 365 Admin Center
  2. 2 Navigate to Integrated Apps
  3. 3 Click Deploy Add-in and search for FlowRunner

Gmail · Chrome Web Store

Install the FlowRunner Chrome extension to bring Salesforce Flows into Gmail:

Open in Chrome Web Store

For Individual Gmail Users

  1. 1 Open the FlowRunner listing on the Chrome Web Store
  2. 2 Click Add to Chrome and confirm the permissions
  3. 3 Open Gmail and launch FlowRunner from the extension icon or side panel

For Google Workspace Admins

  1. 1 Open the Google Admin console
  2. 2 Go to Devices → Chrome → Apps & extensions
  3. 3 Add the FlowRunner extension by ID and set it to Force install for your users
Optional

Optional Configuration

Demo Flow Template

Get started quickly with our best-practice Flow template. Install it into your org and customize it to your needs.

The template demonstrates how to use the FLR_inputContacts, FLR_inputEmailMessage, and FLR_inputUser variables with common sales use cases.

Install Demo Flow

Replace "login" with "test" in the URL for Sandbox.

Pre-approve User Access

For a smooth user experience, configure the External Client App (ECA) in Salesforce:

  • Set the ECA policy to "Admin Pre-approved"
  • Create the "FlowRunner User" permission set and assign it to the ECA
  • Assign the permission set to your end users

Custom Fields for FlowRunner

Optional

FlowRunner can populate custom fields on User and EmailMessage objects. Add these fields to unlock additional context in your flows:

User Object

FLR_TenantId__c

Microsoft 365 or Google Workspace tenant ID

FLR_UserId__c

Microsoft or Google user account ID

EmailMessage Object

FLR_ExternalMessageId__c

Outlook or Gmail message ID for API integrations

FLR_ExternalThreadId__c

Conversation/thread ID for email threading

These fields are automatically populated when present. Useful for integrations that need to reference the original Outlook or Gmail message or FlowRunner context.

Get FlowRunner up and running in 15 minutes.

Our team is here to help you get FlowRunner up and running. Don't hesitate to reach out if you have any questions.

Book a demo Contact support